Our
Leadership

I have always been someone who wanted to understand how to design and implement effective controls with a truly human touch. That is what I am striving to accomplish at &Partners. I joined Wiley Bros.-Aintree Capital, which is now &Partners, as a client service associate and have held various roles in operations and compliance. I view my compliance role for the broker-dealer as multidimensional in that I am always looking to develop processes and procedures that work well today, but also evolve as markets and regulations change. Effective communication and collaboration are key elements in my role and in building a culture of compliance. I work closely with the leadership team, advisors, and other team members to educate them about compliance regulations and ensure they understand their responsibilities. I am excited to embrace the dynamic future that lies ahead for &Partners.